Wealth Growth Relationship Manager – Trainee (EGP)

Bank of America; Timonium (MD); On-site; USD 41,000 - 62,000; Full time

Job summary

Merrill Wealth Management is seeking to fill a Trainee/EGP Relationship Manager role in Towson, MD. This position develops and services the FA Teams client base while pursuing required licenses and designations to advance within the Elite Growth Practice.

The role emphasizes relationship management, cross-functional collaboration, and client service excellence, with onboarding, asset gathering, and strategic support across teams.

Qualifications

• High School Diploma or GED required; progression to licensure supported.
• Series 7 and 66 (or 63 and 65) licenses must be pursued and obtained.
• SAFE Act registration required for mortgage-related responsibilities.

Responsibilities

• Identify and own the client onboarding process.
• Document client interactions and provide timely updates to the team.
• Execute on the team service model and coordinate across specialists.
• Attend client review meetings and capture notes in Salesforce.

Skills

Communication skills

Leadership

Attention to detail

Time management

Risk management

Wealth management knowledge

Education

High School Diploma / GED

Tools

Salesforce

Job description

Merrill Wealth Management is seeking to fill a Trainee/EGP Relationship Manager role in Towson, MD. This position develops and services the FA Teams client base while pursuing required licenses and designations to advance within the Elite Growth Practice.

The role emphasizes relationship management, cross-functional collaboration, and client service excellence, with onboarding, asset gathering, and strategic support across teams.